Extend a resource plan

As a resource manager, you can extend the date of an allocated resource plan and allocate resources for the extended period.

Before you begin

Role required: resource_manager

About this task

Assume that work on a project has started, but you need to extend the date of an allocated resource plan because the project has been extended. In this scenario, you have the option to extend the date of the allocated resource plan. The new date by which the resource plan is extended does not have any impact on the existing allocated hours.

Example:

Initially, you allocated 100 hours for 2 months, 50 hours for each month. You wish to extend the resource plan by one month.

For the first 2 months, 100 hours are consumed per the allocation. For the extended month, allocation records are created with zero hours. You can modify the hours depending upon the extended hours you wish to add for the users.

Procedure

  1. Navigate to Resource Management > Resource Plans > All.
  2. Open a resource plan.
  3. Click Extend Resource Plan.
  4. In the Extend resource plan dialog box, enter a date.
  5. Click OK.

Result

  • The end date of the resource plan is updated.
  • For the extended period, allocation records are created with zero hours, which can be modified based on additional hours needed for the project.
  • The extension field displays the state as Requested.